See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,821 | $89,355-76.7% | $141,162-85.2% | $72,985-71.5% |
| Participation rate | 30.6% | 75.1%-44.6pp | 82.5%-51.9pp | 69.5%-38.9pp |
| Annual return | 2.77% | 111.85%-109.1pp | 71.39%-68.6pp | 81.00%-78.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $519 | $5,418-90.4% | $6,709-92.3% | $3,607-85.6% |
| Admin fee / account holder | $5,288 | $5,958-11.2% | $10,261-48.5% | $5,124+3.2% |